CRM Consulting
Ledgeview | Business & Technology Consulting Services
Ledgeview | Business & Technology Consulting Services
Ledgeview | Business & Technology Consulting Services
Ledgeview's CRM Consulting Services take you to the next level

CRM Consulting


Whether this is your first step into the world of CRM, or you are a seasoned CRM veteran, Ledgeview Partners can be your guide from the start, help you when you are stuck in the middle, or get you back on track when you are completely lost.



With Ledgeview Partners’ CRM Consulting, we can help you to define CRM strategy, planning, and design, to implementation, training, and support, we have the certified expertise on our team so you don’t have to.

CRM Consulting

What CRM Challenges Can We Help You Solve?

We know just the idea of implementing CRM, or revitalizing CRM into your business can seem daunting. So, instead of jumping head first into CRM, we encourage you to share your business goals and challenges with us.


oals & Challenges:

  • Unsure which CRM is the right fit for your organization?
  • Using multiple, disconnected systems and need consolidation?
  • Misalignment of departments or poor communication?
  • Low user adoption due to lack of training or support?
  • Inefficient processes or technology resulting in wasted hours and lower productivity?
  • Several versions behind in Microsoft Dynamics CRM?
  • Data issues! No mapping, cleanliness, or data integrity?
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Learn Ways We Can Integrate

Strategy and Planning

Achieving CRM success doesn’t happen by accident. It’s the combination of a carefully crafted strategy and detailed planning. Ledgeview’s strategic analysis services focus on your business needs and goals and provide you with a clear definition of success metrics that will help you get from your current state to desired future state using CRM and connected technologies.

Let us help you with:

  • CRM Solution Assessment, Platform Recommendation and Roadmap Planning
  • CRM Technology Assessment and Roadmap Planning
  • CRM Optimization Evaluation
  • CRM Upgrade Diagnostic
  • Data Analysis

CRM Design and Implementation

Your business is unique and CRM “Out-of-the-Box” is not a one size fits all solution. Building on your CRM strategy and planning analysis, Ledgeview’s certified experts design a system blueprint that contains both functional and technical business requirements to deliver an on-target, on-budget, and on-date implementation. This goes for upgrades as well. With all the new enhancements that are rolled out each year, it is critical for user adoption to ensure for a smooth transition for each new release.

Let us help you with:

  • CRM Solution Design
  • CRM Solution Implementation
  • CRM System Upgrades
  • Data Management
  • Business Intelligence Reporting

CRM Training and Support

In order to achieve the greatest return on investment for your CRM solution, it is critical to have a high level of user adoption. Not all organizations have the resources (time, personnel, and/or knowledge) to provide end users and administrators the support, training, and coaching they require to utilize CRM to its fullest potential when it is needed.

Let us help you with:

  • CRM End User and Admin Support
  • System Support (CRM, Office 365, Exchange, SharePoint, and more)
  • CRM Licensing
  • Individual and Team CRM Training
  • User Adoption Coaching

User Adoption eBooks

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